IYG vs KRE: holdings overlap, shared companies and scores

As of September 11, 2026, IYG and KRE overlap 5.0% by weight. iShares U.S. Financial Services ETF (IYG): U.S. financial services stocks. State Street SPDR S&P Regional Banking ETF (KRE): U.S. regional banks and thrifts.

Updated September 11, 2026

How much do IYG and KRE overlap?

As of September 11, 2026, IYG and KRE overlap 5.0% by weight.

5% of IYG is already inside KRE.

33% of KRE is already inside IYG.

IYG holds 101 companies and KRE holds 157; 25 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score IYG and KRE?

As of September 11, 2026, ETF Copilot scores IYG 4.0 out of 10 and KRE 2.1 out of 10.

They differ most on Quality: IYG 7.9 and KRE 0.2.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IYG vs KRE — ETF Copilot factor scores, 0–10
Factor	IYG	KRE
Growth	0.4	1.3
Valuation	3.4	3.9
Risk	1.7	1.1
Quality	7.9	0.2
Return	6.9	3.5

KRE is the cheaper of the two at 0.35% a year

As of September 11, 2026, IYG charges 0.37% a year, yields 1.49% and holds $2.2B in assets across 101 positions.

As of September 11, 2026, KRE charges 0.35% a year, yields 2.78% and holds $4.2B in assets across 157 positions.

IYG vs KRE — cost, income and size
Measure	IYG	KRE
Expense ratio	0.37%	0.35%
Dividend yield	1.49%	2.78%
Assets under management	$2.2B	$4.2B
Holdings	101	157

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where IYG and KRE trade against their own history

IYG trades at 17.1 times earnings, against its own median of 15.9, and is more expensive than 67% of its own 114 monthly readings since 2017.

KRE trades at 12.5 times earnings, against its own median of 12.2, and is more expensive than 57% of its own 114 monthly readings since 2017.

What moved IYG and KRE this week

IYG fell 2.0% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), Visa (−2.2%) and Mastercard (−2.8%); Berkshire Hathaway (+0.5%) pushed the other way.

KRE fell 1.3% in the week to September 11, 2026. The holdings that moved it most were Bancorp (−25.3%), Popular (−4.4%) and Axos Financial (−3.9%); Hingham Institution for Svgs (+5.1%) pushed the other way.

What do IYG and KRE each hold?

63% of IYG is its ten largest holdings.

14% of KRE is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IYG vs KRE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iyg-vs-kre